Family Offices
We are one of the leading advisors in the DACH region for exclusive and independent Family Offices. We support both established and newly formed Single and Multi-Family Offices on all aspects of organizational design and scale, helping you attract, retain, and develop your key leaders and talent.
Integrity, trust, and quality are the core values guiding everything we do.
The right leaders who sustainably manage family wealth will remain, for the foreseeable future, the decisive success factor for expanding private assets across generations. Global challenges necessitate an increasingly professional diversification of portfolios.
The focus of our work is to contribute to our clients' organizational culture and to strengthen the personality and professional potential of their executives. We are fully aware of the specific technical, cultural, and interpersonal skills that our principals and entrepreneurs seek to protect their family legacy and to secure and foster prosperity for the next generation.
Clients
All Structures:
- Single Family Offices, Multi-Family-Offices, Next Generation, Establishing of new SFOs
All Strategies:
- Investment Office, Direct and Manager Selection, Hedgefunds, Endowment, Philantrophy
Seniority Levels
- C-Level: CEO, CFO, CIO, CRO, Managing Director
- Head-of-Positionen
- Investment Director / Principal
- Investment Associate / Manager / Professional
- Investment Analyst
- Finance and Controlling Director
- External & Senior Advisors
Functions
- Investment and Deal Team
- Wealth & Portfolio Controlling
- Finance and Operations
- Wealth Management & Planning
- Legal & Tax
Skills
- Sparring, Personal Fit, Integrity, Trust
- Networking and Sourcing
- Due Diligence and Manager Selection
- Deal Execution
- Strategy, Value Creation and Operational Excellence